Financial & Legal Issues Group

Financial & Legal Issues Group (FLG) is designed to permit greater depth and continuity of discussion to facilitate problem solving and resource identification of retiree's financial and legal issues. UMRA had sponsored various workshops on financial and legal issues in recent years, since the UMRA Board of Directors approved the creation of a Financial & Legal Issues Group in 2017.

Contact Andy Whitman, FLG facilitator, at awhitman@umn.edu or 612-747-6015 with topics suggestions and/or to contribute experiences or resources.

The following programs will be held in the fall 2022.  Attend online or in a classroom (details TBD). A recording of each webinar will be available after the event. A review of past webinars, listed below, is good preparation for the fall 2022 programs.


Tax Efficient Distributions to Family and Charities:
Monday Sept 19, 2022, 10:00am to 11:30am.

A link will be provided to UMRA members.

Review the fall 2021 presentation recording  and slides
Sounds fades in and out on this recording. The PowerPoint can be downloaded for more complete information. After downloading the ppt file, click on Enable Editing and on Reading View. From there, the URL/links lead to updated corresponding information on the Fidelity Investment Company website and the UMN Foundation website, with a more detailed explanation of many topics. 


Estate Planning: 
Mon. Nov. 7, 10:00am. To 11:30am. 2022.

A link will be provided to UMRA members.

Review 2021 estate planning webinar.


Tax Update: Elections, Forgiveness, & Taxes, Oh My!

[Approximate date:  week of December 12, 2022 – hybrid meeting]

Todd J. Koch, CPA, MBT, CFP /JAK Partner, has again invited UMRA members to attend the year-end tax planning presentation for JAK clients. A link will be sent to UMRA members with the JAK classroom location.

Review the 2020 (not 2021) version of this webinar.

Bruininks Hall, Skyline

Financial & Legal Events

Event Date: Monday, November 7, 2022 - 10:00am

Matt Guttman will give a webinar on Estate planning.

Review 2021 estate planning webinar.


Event Date: Wednesday, December 14, 2022 - 12:00pm

Todd J. Koch, CPA, MBT, CFP /JAK Partner, has again invited UMRA members to attend the year-end tax planning presentation for JAK clients.